Purchases and Sales Made in Q3 2021 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
66.6KNew |
$6.87M - $7.53M
|
66.6K
$6.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.7KNew |
$3.88M - $4.26M
|
37.7K
$3.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.44KNew |
$767K - $840K
|
7.44K
$736K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.39KNew |
$762K - $836K
|
7.39K
$732K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.28KNew |
$751K - $823K
|
7.28K
$721K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.51K+ 13.55% |
$568K - $622K
|
46.1K
$4.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.89KNew |
$401K - $439K
|
3.89K
$385K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
3.81K+ 4.26% |
$393K - $430K
|
93.1K
$9.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.41KNew |
$351K - $385K
|
3.41K
$337K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.14K+ 124.91% |
$324K - $355K
|
5.66K
$561K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 7.49% |
$319K - $349K
|
44.3K
$4.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.94K+ 42.26% |
$303K - $333K
|
9.91K
$981K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42K+ 55.81% |
$250K - $274K
|
6.77K
$670K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.3K+ 25.48% |
$237K - $260K
|
11.3K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.13KNew |
$219K - $240K
|
2.13K
$211K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.02KNew |
$208K - $228K
|
2.02K
$200K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.31K+ 5.88% |
$135K - $148K
|
23.5K
$2.33M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 5.18% |
$111K - $121K
|
21.8K
$2.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
952+ 14.43% |
$98.2K - $108K
|
7.55K
$747K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
810+ 15.84% |
$83.5K - $91.5K
|
5.92K
$586K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
789+ 7.18% |
$81.4K - $89.2K
|
11.8K
$1.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
661+ 1.69% |
$68.2K - $74.7K
|
39.7K
$3.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
351New |
$36.2K - $39.7K
|
351
$34.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210+ 2.22% |
$21.7K - $23.7K
|
9.65K
$955K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
194+ 4.17% |
$20K - $21.9K
|
4.85K
$480K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180+ 4.59% |
$18.6K - $20.3K
|
4.1K
$406K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
140New |
$14.4K - $15.8K
|
140
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.66% |
$6.19K - $6.78K
|
9.15K
$906K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
38+ 1.48% |
$3.92K - $4.29K
|
2.61K
$259K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
35+ 1.08% |
$3.61K - $3.96K
|
3.27K
$324K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
17+ 77.27% |
$1.75K - $1.92K
|
39
$3.86K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.03K - $1.13K
|
10
$990
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$1.03K - $1.13K
|
10
$990
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-11- 0.5% |
$1.13K - $1.24K
|
2.19K
$217K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-13Closed |
$1.34K - $1.47K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-83- 0.53% |
$8.56K - $9.38K
|
15.7K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 11.48% |
$14K - $15.4K
|
1.05K
$104K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-139- 5.9% |
$14.3K - $15.7K
|
2.22K
$220K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 5.92% |
$20.6K - $22.6K
|
3.18K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236- 10.04% |
$24.3K - $26.7K
|
2.11K
$209K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-325- 3.03% |
$33.5K - $36.7K
|
10.4K
$1.03M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-342- 10.0% |
$35.3K - $38.6K
|
3.08K
$305K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-600- 12.35% |
$61.9K - $67.8K
|
4.26K
$422K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.36K- 29.51% |
$346K - $380K
|
8.03K
$795K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.86KClosed |
$398K - $436K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.14K- 14.61% |
$633K - $693K
|
35.9K
$3.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 78.28% |
$1.2M - $1.32M
|
3.23K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.9K- 71.99% |
$3.29M - $3.6M
|
12.4K
$1.23M
|